Design with the User In Mind: Best Practices for a Usable and Adopted SharePoint Solution
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MARCY KELLAR PRESENTED BY
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Transcript of Design with the User In Mind: Best Practices for a Usable and Adopted SharePoint Solution
MARCY KELLARPRESENTED BY
My Name is Marcy Kellar
I Live In Indianapolis
I Solve Problems
Sometimes I Blog TheSharePointmuse.com
Mostly I Tweet @marcykellar
And I work for HighPoint Solutions
Agenda
• MY STORY
• USER CENTERED DESIGN OVERVIEW
• BAD PRACTICES and BEST PRACTICES
• BENEFITS
• RESOURCES
THIS IS ME AT WORK
SharePoint
SchmarePoint
Will it Fix My
Dreadful Task?
DISASTER
I DREADED GOING TO WORK
THEN CAME SHAREPOINT
THEN CAME SHAREPOINT
THISIS WHAT
WE DID
USER CENTERED DESIGN (UCD)
RESEARCH
GOALS, CONTEXT, PAIN POINTS
CONCEPTWIREFRAMES, CARD SORTING
DESIGN
PROTOTYPES, MOCKUPS
EVALUATETEST WITH REAL USERS
SUCCESS!!!
2500+ USERS ADOPTED
4 PROCESSES INTEGRATED
6 MONTHS TO LAUNCH
1 HACKED SHAREPOINT SITE
1 RECOMMENDATION
LESSONS LEARNED
SHAREPOINT SOLVES PROBLEMS
KEEPING THE USER AT THE CENTER OF THE
DESIGN PROCESS
1. MAKES A SITE USABLE
2. FACILITATES USER ADOPTION
A NOVICE CAN DESIGN A USER
CENTERED SOLUTION (WITH GUIDANCE)
THE RIGHT SOLUTION CAN CHANGE LIVES
Agenda
• MY STORY
• USER CENTERED DESIGN OVERVIEW
• BAD PRACTICES and BEST PRACTICES
• BENEFITS
• RESOURCES
BREAKFAST.
How do you currently approach breakfast?
Do you have any challenges eating breakfast?
USER CENTERED DESIGN (UCD)
What do you expect to eat?
USER INTERFACE (UI)
USER EXPERIENCE (UX)
USER CENTERED DESIGN (UCD)
Did this meal meet your expectations?
What could be better about the experience?
Agenda
• MY STORY
• USER CENTERED DESIGN OVERVIEW
• BAD PRACTICES and BEST PRACTICES
• BENEFITS
• RESOURCES
BAD PRACTICE: FOCUS ON FEATURES
DEFINE GOALS,DERIVE FEATURES
Stakeholder Meeting
BAD PRACTICE: NOT TALKING TO USERS
INTERVIEW USERS(YES YOU HAVE TO TALK TO THEM)
User
InterviEwER
Just because nobody complains doesn’t mean all parachutes are perfect.— Benny Hill
BAD PRACTICE: USER SURROGATES
KEEP THE USER AT THE
CENTEROF THE
DESIGN PROCESS
Know thy user, and you are not the user.— Arnie Lund
Personas
Personas are archetypes
of users whose
motivations, pain points
and behavior patterns
are catalogued,
summarized in a single
page layout.
Remind design team
that "you are not the
user.“
Keep the user at the
center of the design
process.
PERSONAS
Stakeholder Interviews
PERSONAS
BAD PRACTICE: USABILITY = DESIGN COMPS
CREATE WIREFRAMES BEFORE VISUAL DESIGN
COMPS
SKETCHES AND PAPER PROTOTYPES
WIREFRAMES
Created with
Mockflow
BAD PRACTICE: NO FEEDBACK MECHANISM
VALIDATE
EARLYCONCEPTS
CARD SORTING
You can use an eraser on the drafting table or a sledge hammer on the construction site.— Frank Lloyd Wright
BAD PRACTICE: TESTING TOO LATE
TEST WIREFRAMES/ SKETCHES WITH 5 USERS
“THINK ALOUD” TECHNIQUE
Graphic from Rocket Surgey Made Easy, S. Krug
TESTING WITH JUST 5 USERS CAN FIND 85% OF YOUR
SITE'S PROBLEMS.
Source: NNGroup
TEST DESIGN BEFORE BUILDING ANYTHING IN
SHAREPOINT
BEST PRACTICES SUMMARY
1. DEFINE GOALS, NOT FEATURES
2. KEEP THE USER AT THE CENTER OF THE DESIGN
PROCESS
3. INTERVIEW USERS (YES YOU STILL HAVE TO TALK TO THEM)
4. VALIDATE EARLY CONCEPTS WITH USERS USING
METHODS SUCH AS CARD SORTING
5. CREATE WIREFRAMES BEFORE VISUAL DESIGN
COMPS
6. TEST WIREFRAMES/ SKETCHES WITH 5 USERS
7. TEST DESIGN BEFORE BUILDING IN SHAREPOINT
Agenda
• MY STORY
• USER CENTERED DESIGN OVERVIEW
• BAD PRACTICES and BEST PRACTICES
• BENEFITS
• RESOURCES
IMPROVE UX
INCREASE PRODUCTIVITY
IDENTIFY OPPORTUNITIES
SAVE MONEY
BENEFITS
The joy of an early release lasts but a short time. The bitterness of an unusable system lasts for years.— Anonymous
Agenda
• MY STORY
• USER CENTERED DESIGN OVERVIEW
• BAD PRACTICES and BEST PRACTICES
• BENEFITS
• RESOURCES
Rocket Surgery Made Easy
Steve Krug
GOOD READS
About Face 3: The Essentials
of Interaction Design
Alan Cooper
Sketching User Experiences
Bill Buxton
Usability Testing Personas General Approach
RESOURCES
UX Project Planning
(smashingmagazine.com)
User Centered Design
Methods
(usabilitynet.org)
List of UCD Methods
(usability.net)
UCD Methods
Stakeholder meeting
(usabilitynet.org)
User Interviews
(usabilitynet.org)
User Interview
Instructions
(uxmastery.com)
Personas
(webcredible.co.uk)
Personas
(wiki.fluidproject.org)
Creating Personas
(usability.gov)
What to Put in a
Persona
(J.D. Meier's Blog)
Example Personas
(stcbok.editme.com)
Paper Prototyping
(usabilitynet.org)
Card Sorting Instructions
(mit.edu)
Card Sorting
(measuring usability.com)
Card Sorting Guide
(boxesandarrows.com)
Thinking Aloud Technique
(project.cmd.hro.nl)
Thinking Aloud: The #1
Usability Tool
(nngroup.com)
Why You Only Need To
Test With 5 Users
(nngroup.com)
An Intro to Usability Testing
(usabilitygeek.com)
TOOLS & TEMPLATES
User Interviews
MindJet
Mindmeister
Personas
Persona Template (.pdf)
(wireframes.linowski.ca)
Persona Template (.pdf)
(eightshapes.com)
Persona Template (.ppt)
(Boagworld.com)
Card Sorting
Optimal Workshop
Userzoom.com
Websort.net
Prototyping
Balsalmiq
Mockflow
Axure
General
Designing the User
Experience Poster
(http://www.mprove.de)
CREDITSPhotography by iStock.com and Marcy Kellar
Illustrations and Comics by Marcy Kellar
Breakfast Analogy inspired by Ed Lea's Infographic
THANK YOU
Follow Me @marcykellar
PRINCETON SHAREPOINT USER GROUP
• Different SharePoint discussions each month on various topics.
Announced on meetup.com
• Meets 4th Wednesday of every month
• 6pm – 8pm
• Infragistics Office
• 2 Commerce Drive, Cranbury, NJ
• http://www.meetup.com/princetonSUG
• http://www.princetonsug.com
THANK YOU EVENT
SPONSORS
• Platinum & Gold
sponsors have tables
here in the Fireside
Lounge
• Please visit them and
inquire about their
products & services
• To be eligible for
prizes make sure
your bingo card is
signed by all
Platinum/Gold
